Dec 13, 2023
Join Archie and Rob as they discuss the changes brought about by the Secure Act 2.0. This new legislation has overhauled the legal and tax landscape of American retirement. They break down the groundbreaking provision that allows the rollover of unused 529 funds into a Roth IRA. Together, they delve into the complexities surrounding this game-changing opportunity.
They discuss the maximum yearly and lifetime contributions, beneficiary criteria, and the intricacies involved in this process. They also highlight some of the outstanding questions that the public has, which are left unanswered by the government, and provide advice on how to navigate them. If you're considering moving your money under this new provision, it's wise to consult with a financial expert who has a comprehensive understanding of the new laws.
This episode on YouTube: https://youtu.be/ryQoUOAsPcU
Listen in on conversations with Certified Financial Planners Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.
Visit: http://www.thelastpaycheck.com
If you'd like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/last-paycheck-consultation